How Danaher combines Lean manufacturing with masterful capital allocation to build a remarkable manufacturing company in the United States.
How Charlie Munger came back from a major life setback and a terrible first business, to make his first million.
The rise, and then fall, of Signature Plastics, a pioneering custom keycap designer and manufacturer.
The erosion, and then collapse of Michael Steinhardt’s early advantaged position in the hedge fund world.
Katharine Graham’s remarkable journey from widow to master capital allocator.
How Steinhardt, Fine, Berkowitz found a competitive advantage in the early years of hedge funds. An example of competitive advantage in the ridiculously fierce domain of public markets.
The Marvel Cinematic Universe was created thanks to a brilliant piece of financial manoeuvring.
A personal story of bootstrapping success, with a little help from a distorted market.
What it looks like when an owner has a ton of Capital expertise, but not much on the Operations or Market sides of business expertise.
How a series of leveraged buyouts killed a perfectly decent business.
How Koch Industry’s used W. Edward Deming’s concept of ’knowledge’, some capital expertise, and data to build an empire.
How Bernard Paulson turned information into a strategic advantage at Koch Industries, producing its first cash cow.
How Michael Dell used financial engineering to gain the upper hand against his competitors.
Michael Dell’s early capital education under Lee Walker, a local titan of business.
A search for the right set of controllable input metrics at early Amazon, when it was expanding out from selling books.
Part of Capital Expertise is expertise in capital allocation. This is the story of Bjorn Wahlroos, a Finnish master.
How Koch Industries started improving operations with the simplest of Statistical Process Control techniques: run charts.
How Lee Walker came up with a creative solution to Dell’s biggest growth plateau — and in the process created a significant competitive advantage.
Alan Mullaly’s turnaround plan for the extremely political Ford Motor Company was built around a weekly metrics review meeting. This is how that worked.
How Netflix's pivot to content may be considered a defensive pursuit of economies of scale.
